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Best Practice for Saving Emails into Document Management System

What’s the best way to collect and organize important emails in our document management system?

Some banks prefer to print emails and scan them back into their document management system. This approach is time-consuming and uses extra paper and ink. A better approach leverages an ePrint option that saves the email directly into the customer's file in your document management system-without printing it first.

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AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 10/25/2020

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